MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$41M
3
+$29.8M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$29M
5
AAPL icon
Apple
AAPL
+$10.3M

Top Sells

1
+$17.4M
2
+$7.29M
3
+$5.83M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.96M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.48M

Sector Composition

1 Technology 25.14%
2 Financials 9.18%
3 Healthcare 7.43%
4 Communication Services 6.08%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$271K 0.02%
+10,365
477
$269K 0.02%
+3,990
478
$269K 0.02%
6,360
-89
479
$269K 0.02%
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480
$264K 0.02%
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481
$263K 0.02%
3,428
-45
482
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+1,281
483
$261K 0.02%
14,556
484
$254K 0.02%
3,311
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485
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486
$253K 0.02%
1,426
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487
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2,466
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488
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489
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+7,403
490
$238K 0.02%
+1,438
491
$237K 0.02%
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492
$235K 0.02%
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$234K 0.02%
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494
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495
$231K 0.02%
1,288
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497
$230K 0.02%
4,784
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498
$229K 0.02%
+1,096
499
$227K 0.02%
10,662
-1,710
500
$227K 0.02%
1,101
-517
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